# Customer Success Director (Corporate Lawyer) at Ontra

> Hybrid · United States · Director+ · Other · open. Source: https://alderhq.app/jobs/ashby%3Aontra%3Acff5d16e-111b-4665-8658-09caea2d2eee (read 2026-11-06).

## Facts (observed)

- Company: [Ontra](https://alderhq.app/companies/ontra)
- Location text: United States
- Where it can be done from (inferred): Hybrid · United States (evidence: "Location: United States")
- Posted: 2026-08-27 (71 days ago)
- First seen by alder: 2026-11-02 · last verified: 2026-11-04
- Reposted: 0 times · edited: 0 times
- Apply on the employer's site: https://jobs.ashbyhq.com/ontra/cff5d16e-111b-4665-8658-09caea2d2eee

## Pay and sponsorship

- Posted pay: $147k–$207k per year (from the listing's pay field)
- Market band for similar posted roles (United States, n 3895): p25 $171k, median $215k, p75 $260k
- H-1B filings at this company for similar roles, FY25: 1 ([US DOL OFLC LCA disclosure data](https://www.dol.gov/agencies/eta/foreign-labor/performance))

## Description (the employer's text)

### About Ontra

Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle. Ontra’s solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what’s important.

### Our Culture

Ontra is built for people who want real ownership from day one in an environment that’s built to support it. Our customers are sophisticated, and our work reflects that. AI is engrained in how we work, and curiosity about it is part of who we are.

Ontranauts are sharp, genuinely collaborative, and invested in each other's success. They are excellent at what they do and even better to work with. That combination is rare, and we don't take it for granted. Learn more about our values.

For this job we are currently only hiring candidates based in the New York City Metropolitan area.

### About the team & opportunity

Ontra is seeking a Customer Success Director to join its growing Contract Automation team!

Reporting to our Managing Director of Customer Success, you will serve as a subject matter expert in customer retention, lawyer management, and Ontra’s Contract Automation solution. You will act as a client advocate to ensure that our customers can achieve positive business outcomes throughout their partnership with Ontra. Proactive, energetic, and self-driven, you will strive to understand our customers within the asset management and financial services industries and work to be a trusted solutions-based partner so that customers stay and grow with Ontra.

This is a great opportunity for someone who has excellent communication and interpersonal skills, and an interest in working with top private equity firms and asset managers using industry-leading legal solutions. We’re looking for someone excited to champion customer satisfaction, nurture long-lasting relationships, and strategize to maximize client experience.

### What you’ll do

Collaboration: Work with other Customer Success Managers and cross-functionally with teams including sales, product operations, and our Lawyer Network to support the day-to-day operations of the CS team and ensure a seamless customer experience

Customer Journey Management: Proactively manage and execute tasks throughout the customer journey to enhance client satisfaction and engagement, including facilitating the onboarding process for new customers

Relationship Management: Manage multiple client stakeholders and establish a foundation of trust and partnership in relationships via remote and in-person communication; accurately understand and proactively meet customer needs

Operations and Enablement: Update customer success management tools such as Gainsight, conduct customer call reviews using platforms such as Gong, and engage in training conversations for continuous improvement

### What you’ll bring

Industry Experience: 4+ years of experience in a law firm environment is strongly preferred. Candidates with 5+ years of customer-facing experience in the financial services industry will also be considered, ideally with exposure to routine legal contracts such as NDAs, NRLs, vendor agreements, and other similar documents.

Written/verbal communication: You can communicate effectively in person, over Zoom and the phone, and via email with diverse stakeholders from a variety of backgrounds

Adaptability and Initiative: You have the ability to think about how the contributions of the customer success function impact the company, and are a self-starter with the ability to learn and execute quickly in a dynamic environment

Communication skills: You are an expert at distilling complex technical concepts into digestible language for customer-facing communication and training

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Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/ashby%3Aontra%3Acff5d16e-111b-4665-8658-09caea2d2eee and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.
